@aglyn/plugins-crm 1.0.0-beta.221 → 1.0.0-beta.222

package/src/lib/components/reports/lead-source-card.js

@@ -0,0 +1,318 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { _ as _extends } from "@swc/helpers/_/_extends";
+import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import * as Aglyn from "@aglyn/aglyn";
+import { CardDisplay } from "@aglyn/shared-ui-jsx";
+import { percent, Section } from "@aglyn/shared-ui-jsx/components/measured-figures.component";
+import { ScrollTable } from "@aglyn/shared-ui-jsx/components/scroll-table.component";
+import { ceilingedWindow } from "@aglyn/tenant-feature-instance/hooks/host-collection-queries";
+import { Alert, Stack, TableBody, TableCell, TableHead, TableRow, Typography } from "@mui/material";
+import { getDocs, limit, orderBy, query } from "firebase/firestore";
+import { useMemo } from "react";
+import { useFirestore } from "@aglyn/tenant-feature-instance";
+import { useCrmOrgMount } from "../../hooks/use-crm-org-mount.js";
+import { useLeadSourcePicklist } from "../../hooks/use-lead-source-picklist.js";
+import { LEAD_SOURCE_DIRECTION_LABELS, LEAD_SOURCE_UNSPECIFIED_LABEL } from "../../model/lead-source-direction.js";
+import { leadsByLeadSource } from "../../model/crm-reports.js";
+import { LEAD_CEILING, leadsBetween } from "./lead-funnel-card.js";
+import { ReportExport } from "./report-export.js";
+import { reportFilename } from "./report-format.js";
+import { reportCacheKey } from "./report-scope.js";
+import { ReportStatTile } from "./report-stat-tile.js";
+import { useAggregateRead, useWindowRead } from "./use-aggregate-read.js";
+/** The CSV's columns: one file for both tables. */ const COLUMNS = [
+    'Kind',
+    'Label',
+    'Direction',
+    'Leads',
+    'Qualified',
+    'Conversion'
+];
+const LEAD_SOURCE_HELP = Aglyn.pluginDocsHelp('crmReports', {
+    anchor: '#lead-sources',
+    excerpt: 'The leads first seen in the period by their lead source, and by the ' + 'direction each source is grouped under on the Fields page — Inbound, ' + 'Outbound or Unspecified — with how many of each were qualified.'
+});
+const directionLabel = (direction)=>direction ? LEAD_SOURCE_DIRECTION_LABELS[direction] : LEAD_SOURCE_UNSPECIFIED_LABEL;
+/**
+ * Lead sources (AGL-3511): of the leads first seen in the period, how many
+ * came from each lead source and in each direction, and how many of each
+ * were qualified.
+ *
+ * The SAME window the Lead funnel places — the period's newest leads by
+ * `firstSeenAtMs`, under the same remembered key — so the two cards read
+ * the period once between them and can never disagree about which leads
+ * it holds. The lead source is grouped through the org's own list as it
+ * stands now: a value moved to Outbound on the Fields page reports as
+ * Outbound from that moment, for every lead that holds it.
+ */ export function LeadSourceCard(props) {
+    const { report, hostId } = props;
+    const mount = useCrmOrgMount();
+    if (hostId) return /*#__PURE__*/ _jsx(SiteLeadSourceCard, {
+        report: report,
+        hostId: hostId
+    });
+    if (mount && (!mount.hostsReady || mount.hosts.length > 0)) {
+        return /*#__PURE__*/ _jsx(OrgLeadSourceCard, {
+            report: report
+        });
+    }
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: 'Lead sources',
+        help: LEAD_SOURCE_HELP,
+        contentGutterX: true,
+        contentGutterY: true,
+        children: /*#__PURE__*/ _jsx(Typography, {
+            variant: "body2",
+            color: "text.secondary",
+            children: mount ? 'Leads live under a site, and this organization has no sites yet.' : 'Leads live under a site, and this report is mounted under none.'
+        })
+    });
+}
+LeadSourceCard.displayName = 'LeadSourceCard';
+/** One site's window, under the Lead funnel's own key. */ function SiteLeadSourceCard(props) {
+    const { report, hostId } = props;
+    const { range } = report;
+    const firestore = useFirestore();
+    const window = useWindowRead(()=>query(leadsBetween(firestore, report.scope[1], report.tokens, range.from, range.to), orderBy('firstSeenAtMs', 'desc'), limit(LEAD_CEILING + 1)), LEAD_CEILING, [
+        firestore,
+        hostId,
+        range
+    ], {
+        cacheKey: reportCacheKey(report, `leads:window:${hostId}`)
+    });
+    return /*#__PURE__*/ _jsx(LeadSourceBody, {
+        report: report,
+        window: window
+    });
+}
+SiteLeadSourceCard.displayName = 'SiteLeadSourceCard';
+/** The organization's one unscoped window, under the Lead funnel's own key. */ function OrgLeadSourceCard(props) {
+    const { report } = props;
+    const { range } = report;
+    const firestore = useFirestore();
+    const merged = useAggregateRead(()=>getDocs(query(leadsBetween(firestore, report.scope[1], null, range.from, range.to), orderBy('firstSeenAtMs', 'desc'), limit(LEAD_CEILING + 1))).then((snapshot)=>ceilingedWindow(snapshot.docs.map((document)=>_extends({}, document.data(), {
+                    $id: document.id
+                })), LEAD_CEILING)), [
+        firestore,
+        report.scope,
+        range
+    ], {
+        cacheKey: reportCacheKey(report, 'leads:window:org')
+    });
+    const window = useMemo(()=>{
+        var _ref, _ref1;
+        var _merged_value, _merged_value1;
+        return {
+            rows: (_ref = (_merged_value = merged.value) == null ? void 0 : _merged_value.rows) != null ? _ref : [],
+            truncated: (_ref1 = (_merged_value1 = merged.value) == null ? void 0 : _merged_value1.truncated) != null ? _ref1 : false,
+            status: merged.status
+        };
+    }, [
+        merged
+    ]);
+    return /*#__PURE__*/ _jsx(LeadSourceBody, {
+        report: report,
+        window: window
+    });
+}
+OrgLeadSourceCard.displayName = 'OrgLeadSourceCard';
+/** The card as drawn, whichever level fed it. Pure over the window and the org's list. */ function LeadSourceBody(props) {
+    var _ref, _ref1, _ref2;
+    var _direction, _direction1, _direction2, _direction3, _direction4;
+    const { report, window } = props;
+    const { period } = report;
+    const { picklist } = useLeadSourcePicklist(report.scope[1]);
+    const breakdown = useMemo(()=>leadsByLeadSource(window.rows, picklist), [
+        window,
+        picklist
+    ]);
+    const read = window.status === 'success';
+    const direction = (id)=>breakdown.directions.find((row)=>row.direction === id);
+    const shareOf = (count)=>read && breakdown.total > 0 && count !== undefined ? `${percent(count / breakdown.total)} of the period's leads` : undefined;
+    const sourceLabel = (label, listed)=>label ? listed ? label : `${label} (not in the list)` : 'No lead source';
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: 'Lead sources',
+        help: LEAD_SOURCE_HELP,
+        contentGutterX: true,
+        contentGutterY: true,
+        HeaderProps: {
+            action: /*#__PURE__*/ _jsx(ReportExport, {
+                filename: reportFilename('lead-sources', period),
+                columns: COLUMNS,
+                rows: ()=>[
+                        ...breakdown.directions.map((row)=>[
+                                'Direction',
+                                directionLabel(row.direction),
+                                '',
+                                row.leads,
+                                row.qualified,
+                                row.leads ? percent(row.rate) : ''
+                            ]),
+                        ...breakdown.rows.map((row)=>[
+                                'Lead source',
+                                sourceLabel(row.label, row.listed),
+                                directionLabel(row.direction),
+                                row.leads,
+                                row.qualified,
+                                percent(row.rate)
+                            ])
+                    ],
+                disabled: !read || !breakdown.total
+            })
+        },
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 2,
+            children: [
+                /*#__PURE__*/ _jsxs(Stack, {
+                    direction: "row",
+                    spacing: 3,
+                    sx: {
+                        flexWrap: 'wrap'
+                    },
+                    children: [
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: LEAD_SOURCE_DIRECTION_LABELS.inbound,
+                            value: read ? ((_ref = (_direction = direction('inbound')) == null ? void 0 : _direction.leads) != null ? _ref : 0).toLocaleString() : null,
+                            note: shareOf((_direction1 = direction('inbound')) == null ? void 0 : _direction1.leads)
+                        }),
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: LEAD_SOURCE_DIRECTION_LABELS.outbound,
+                            value: read ? ((_ref1 = (_direction2 = direction('outbound')) == null ? void 0 : _direction2.leads) != null ? _ref1 : 0).toLocaleString() : null,
+                            note: shareOf((_direction3 = direction('outbound')) == null ? void 0 : _direction3.leads)
+                        }),
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: LEAD_SOURCE_UNSPECIFIED_LABEL,
+                            value: read ? ((_ref2 = (_direction4 = direction(null)) == null ? void 0 : _direction4.leads) != null ? _ref2 : 0).toLocaleString() : null,
+                            note: 'no lead source, or one in no group'
+                        })
+                    ]
+                }),
+                window.status === 'error' ? /*#__PURE__*/ _jsx(Alert, {
+                    severity: "warning",
+                    children: 'The period’s leads could not be read.'
+                }) : null,
+                /*#__PURE__*/ _jsx(Section, {
+                    title: 'By direction',
+                    children: /*#__PURE__*/ _jsxs(ScrollTable, {
+                        size: "small",
+                        children: [
+                            /*#__PURE__*/ _jsx(TableHead, {
+                                children: /*#__PURE__*/ _jsx(TableRow, {
+                                    children: [
+                                        'Direction',
+                                        'Leads',
+                                        'Qualified',
+                                        'Conversion'
+                                    ].map((column, index)=>/*#__PURE__*/ _jsx(TableCell, {
+                                            align: index ? 'right' : 'left',
+                                            children: column
+                                        }, column))
+                                })
+                            }),
+                            /*#__PURE__*/ _jsx(TableBody, {
+                                children: breakdown.directions.map((row)=>{
+                                    var _row_direction;
+                                    return /*#__PURE__*/ _jsxs(TableRow, {
+                                        children: [
+                                            /*#__PURE__*/ _jsx(TableCell, {
+                                                children: directionLabel(row.direction)
+                                            }),
+                                            /*#__PURE__*/ _jsx(TableCell, {
+                                                align: "right",
+                                                children: read ? row.leads.toLocaleString() : '—'
+                                            }),
+                                            /*#__PURE__*/ _jsx(TableCell, {
+                                                align: "right",
+                                                children: read ? row.qualified.toLocaleString() : '—'
+                                            }),
+                                            /*#__PURE__*/ _jsx(TableCell, {
+                                                align: "right",
+                                                children: read && row.leads ? percent(row.rate) : '—'
+                                            })
+                                        ]
+                                    }, (_row_direction = row.direction) != null ? _row_direction : 'none');
+                                })
+                            })
+                        ]
+                    })
+                }),
+                /*#__PURE__*/ _jsxs(Section, {
+                    title: 'By lead source',
+                    children: [
+                        breakdown.rows.length ? /*#__PURE__*/ _jsxs(ScrollTable, {
+                            size: "small",
+                            children: [
+                                /*#__PURE__*/ _jsx(TableHead, {
+                                    children: /*#__PURE__*/ _jsx(TableRow, {
+                                        children: [
+                                            'Lead source',
+                                            'Direction',
+                                            'Leads',
+                                            'Qualified',
+                                            'Conversion'
+                                        ].map((column, index)=>/*#__PURE__*/ _jsx(TableCell, {
+                                                align: index > 1 ? 'right' : 'left',
+                                                children: column
+                                            }, column))
+                                    })
+                                }),
+                                /*#__PURE__*/ _jsx(TableBody, {
+                                    children: breakdown.rows.map((row)=>/*#__PURE__*/ _jsxs(TableRow, {
+                                            children: [
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    children: sourceLabel(row.label, row.listed)
+                                                }),
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    children: directionLabel(row.direction)
+                                                }),
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    align: "right",
+                                                    children: row.leads.toLocaleString()
+                                                }),
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    align: "right",
+                                                    children: row.qualified.toLocaleString()
+                                                }),
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    align: "right",
+                                                    children: percent(row.rate)
+                                                })
+                                            ]
+                                        }, row.label || 'none'))
+                                })
+                            ]
+                        }) : /*#__PURE__*/ _jsx(Typography, {
+                            variant: "body2",
+                            color: "text.secondary",
+                            children: window.status === 'loading' ? 'Reading…' : 'No leads first seen in this period.'
+                        }),
+                        read && window.truncated ? /*#__PURE__*/ _jsx(Typography, {
+                            variant: "caption",
+                            color: "text.secondary",
+                            children: `Read from the ${window.rows.length.toLocaleString()} most recently captured leads in the period.`
+                        }) : null
+                    ]
+                })
+            ]
+        })
+    });
+}
+LeadSourceBody.displayName = 'LeadSourceBody';
+export default LeadSourceCard;
+
+//# sourceMappingURL=lead-source-card.js.map

package/src/lib/components/reports/lead-source-card.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/lead-source-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport {\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { ceilingedWindow } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport {\n  Alert,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport { getDocs, limit, orderBy, query } from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../../hooks/use-crm-org-mount'\nimport { useLeadSourcePicklist } from '../../hooks/use-lead-source-picklist'\nimport {\n  LEAD_SOURCE_DIRECTION_LABELS,\n  LEAD_SOURCE_UNSPECIFIED_LABEL,\n  type LeadSourceDirection,\n} from '../../model/lead-source-direction'\nimport { leadsByLeadSource } from '../../model/crm-reports'\nimport { LEAD_CEILING, leadsBetween } from './lead-funnel-card'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport { type CrmReportScope, reportCacheKey } from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead, type WindowRead } from './use-aggregate-read'\n\ntype LeadRow = Record<string, unknown> & Aglyn.CrmLeadFields & { $id: string }\n\n/** The CSV's columns: one file for both tables. */\nconst COLUMNS = ['Kind', 'Label', 'Direction', 'Leads', 'Qualified', 'Conversion'] as const\n\nconst LEAD_SOURCE_HELP = Aglyn.pluginDocsHelp('crmReports', {\n  anchor: '#lead-sources',\n  excerpt:\n    'The leads first seen in the period by their lead source, and by the ' +\n    'direction each source is grouped under on the Fields page — Inbound, ' +\n    'Outbound or Unspecified — with how many of each were qualified.',\n})\n\nconst directionLabel = (direction: LeadSourceDirection | null): string =>\n  direction ? LEAD_SOURCE_DIRECTION_LABELS[direction] : LEAD_SOURCE_UNSPECIFIED_LABEL\n\nexport interface LeadSourceCardProps {\n  report: CrmReportScope\n  /** The site whose leads are read, or `null` at the organization level — as the Lead funnel takes it. */\n  hostId: string | null\n}\n\n/**\n * Lead sources (AGL-3511): of the leads first seen in the period, how many\n * came from each lead source and in each direction, and how many of each\n * were qualified.\n *\n * The SAME window the Lead funnel places — the period's newest leads by\n * `firstSeenAtMs`, under the same remembered key — so the two cards read\n * the period once between them and can never disagree about which leads\n * it holds. The lead source is grouped through the org's own list as it\n * stands now: a value moved to Outbound on the Fields page reports as\n * Outbound from that moment, for every lead that holds it.\n */\nexport function LeadSourceCard(props: LeadSourceCardProps) {\n  const { report, hostId } = props\n  const mount = useCrmOrgMount()\n  if (hostId) return <SiteLeadSourceCard report={report} hostId={hostId} />\n  if (mount && (!mount.hostsReady || mount.hosts.length > 0)) {\n    return <OrgLeadSourceCard report={report} />\n  }\n  return (\n    <CardDisplay header={'Lead sources'} help={LEAD_SOURCE_HELP} contentGutterX contentGutterY>\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {mount\n          ? 'Leads live under a site, and this organization has no sites yet.'\n          : 'Leads live under a site, and this report is mounted under none.'}\n      </Typography>\n    </CardDisplay>\n  )\n}\nLeadSourceCard.displayName = 'LeadSourceCard'\n\n/** One site's window, under the Lead funnel's own key. */\nfunction SiteLeadSourceCard(props: { report: CrmReportScope; hostId: string }) {\n  const { report, hostId } = props\n  const { range } = report\n  const firestore = useFirestore()\n  const window = useWindowRead<LeadRow>(\n    () =>\n      query(\n        leadsBetween(firestore, report.scope[1], report.tokens, range.from, range.to),\n        orderBy('firstSeenAtMs', 'desc'),\n        limit(LEAD_CEILING + 1),\n      ),\n    LEAD_CEILING,\n    [firestore, hostId, range],\n    { cacheKey: reportCacheKey(report, `leads:window:${hostId}`) },\n  )\n  return <LeadSourceBody report={report} window={window} />\n}\nSiteLeadSourceCard.displayName = 'SiteLeadSourceCard'\n\n/** The organization's one unscoped window, under the Lead funnel's own key. */\nfunction OrgLeadSourceCard(props: { report: CrmReportScope }) {\n  const { report } = props\n  const { range } = report\n  const firestore = useFirestore()\n  const merged = useAggregateRead<{ rows: LeadRow[]; truncated: boolean }>(\n    () =>\n      getDocs(\n        query(\n          leadsBetween(firestore, report.scope[1], null, range.from, range.to),\n          orderBy('firstSeenAtMs', 'desc'),\n          limit(LEAD_CEILING + 1),\n        ),\n      ).then((snapshot) =>\n        ceilingedWindow(\n          snapshot.docs.map(\n            (document) => ({ ...document.data(), $id: document.id }) as unknown as LeadRow,\n          ),\n          LEAD_CEILING,\n        ),\n      ),\n    [firestore, report.scope, range],\n    { cacheKey: reportCacheKey(report, 'leads:window:org') },\n  )\n  const window = useMemo<WindowRead<LeadRow>>(\n    () => ({\n      rows: merged.value?.rows ?? [],\n      truncated: merged.value?.truncated ?? false,\n      status: merged.status,\n    }),\n    [merged],\n  )\n  return <LeadSourceBody report={report} window={window} />\n}\nOrgLeadSourceCard.displayName = 'OrgLeadSourceCard'\n\n/** The card as drawn, whichever level fed it. Pure over the window and the org's list. */\nfunction LeadSourceBody(props: { report: CrmReportScope; window: WindowRead<LeadRow> }) {\n  const { report, window } = props\n  const { period } = report\n  const { picklist } = useLeadSourcePicklist(report.scope[1])\n  const breakdown = useMemo(() => leadsByLeadSource(window.rows, picklist), [window, picklist])\n  const read = window.status === 'success'\n  const direction = (id: LeadSourceDirection | null) =>\n    breakdown.directions.find((row) => row.direction === id)\n  const shareOf = (count: number | undefined): string | undefined =>\n    read && breakdown.total > 0 && count !== undefined\n      ? `${percent(count / breakdown.total)} of the period's leads`\n      : undefined\n  const sourceLabel = (label: string, listed: boolean) =>\n    label ? (listed ? label : `${label} (not in the list)`) : 'No lead source'\n\n  return (\n    <CardDisplay\n      header={'Lead sources'}\n      help={LEAD_SOURCE_HELP}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <ReportExport\n            filename={reportFilename('lead-sources', period)}\n            columns={COLUMNS}\n            rows={() => [\n              ...breakdown.directions.map((row) => [\n                'Direction',\n                directionLabel(row.direction),\n                '',\n                row.leads,\n                row.qualified,\n                row.leads ? percent(row.rate) : '',\n              ]),\n              ...breakdown.rows.map((row) => [\n                'Lead source',\n                sourceLabel(row.label, row.listed),\n                directionLabel(row.direction),\n                row.leads,\n                row.qualified,\n                percent(row.rate),\n              ]),\n            ]}\n            disabled={!read || !breakdown.total}\n          />\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={LEAD_SOURCE_DIRECTION_LABELS.inbound}\n            value={read ? (direction('inbound')?.leads ?? 0).toLocaleString() : null}\n            note={shareOf(direction('inbound')?.leads)}\n          />\n          <ReportStatTile\n            label={LEAD_SOURCE_DIRECTION_LABELS.outbound}\n            value={read ? (direction('outbound')?.leads ?? 0).toLocaleString() : null}\n            note={shareOf(direction('outbound')?.leads)}\n          />\n          <ReportStatTile\n            label={LEAD_SOURCE_UNSPECIFIED_LABEL}\n            value={read ? (direction(null)?.leads ?? 0).toLocaleString() : null}\n            note={'no lead source, or one in no group'}\n          />\n        </Stack>\n        {window.status === 'error' ? (\n          <Alert severity=\"warning\">{'The period’s leads could not be read.'}</Alert>\n        ) : null}\n        <Section title={'By direction'}>\n          <ScrollTable size=\"small\">\n            <TableHead>\n              <TableRow>\n                {['Direction', 'Leads', 'Qualified', 'Conversion'].map((column, index) => (\n                  <TableCell key={column} align={index ? 'right' : 'left'}>\n                    {column}\n                  </TableCell>\n                ))}\n              </TableRow>\n            </TableHead>\n            <TableBody>\n              {breakdown.directions.map((row) => (\n                <TableRow key={row.direction ?? 'none'}>\n                  <TableCell>{directionLabel(row.direction)}</TableCell>\n                  <TableCell align=\"right\">{read ? row.leads.toLocaleString() : '—'}</TableCell>\n                  <TableCell align=\"right\">{read ? row.qualified.toLocaleString() : '—'}</TableCell>\n                  <TableCell align=\"right\">{read && row.leads ? percent(row.rate) : '—'}</TableCell>\n                </TableRow>\n              ))}\n            </TableBody>\n          </ScrollTable>\n        </Section>\n        <Section title={'By lead source'}>\n          {breakdown.rows.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {['Lead source', 'Direction', 'Leads', 'Qualified', 'Conversion'].map(\n                    (column, index) => (\n                      <TableCell key={column} align={index > 1 ? 'right' : 'left'}>\n                        {column}\n                      </TableCell>\n                    ),\n                  )}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {breakdown.rows.map((row) => (\n                  <TableRow key={row.label || 'none'}>\n                    <TableCell>{sourceLabel(row.label, row.listed)}</TableCell>\n                    <TableCell>{directionLabel(row.direction)}</TableCell>\n                    <TableCell align=\"right\">{row.leads.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.qualified.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{percent(row.rate)}</TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {window.status === 'loading' ? 'Reading…' : 'No leads first seen in this period.'}\n            </Typography>\n          )}\n          {read && window.truncated ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`Read from the ${window.rows.length.toLocaleString()} most recently captured leads in the period.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadSourceBody.displayName = 'LeadSourceBody'\n\nexport default LeadSourceCard\n"],"names":["Aglyn","CardDisplay","percent","Section","ScrollTable","ceilingedWindow","Alert","Stack","TableBody","TableCell","TableHead","TableRow","Typography","getDocs","limit","orderBy","query","useMemo","useFirestore","useCrmOrgMount","useLeadSourcePicklist","LEAD_SOURCE_DIRECTION_LABELS","LEAD_SOURCE_UNSPECIFIED_LABEL","leadsByLeadSource","LEAD_CEILING","leadsBetween","ReportExport","reportFilename","reportCacheKey","ReportStatTile","useAggregateRead","useWindowRead","COLUMNS","LEAD_SOURCE_HELP","pluginDocsHelp","anchor","excerpt","directionLabel","direction","LeadSourceCard","props","report","hostId","mount","SiteLeadSourceCard","hostsReady","hosts","length","OrgLeadSourceCard","header","help","contentGutterX","contentGutterY","variant","color","displayName","range","firestore","window","scope","tokens","from","to","cacheKey","LeadSourceBody","merged","then","snapshot","docs","map","document","data","$id","id","rows","value","truncated","status","period","picklist","breakdown","read","directions","find","row","shareOf","count","total","undefined","sourceLabel","label","listed","HeaderProps","action","filename","columns","leads","qualified","rate","disabled","spacing","sx","flexWrap","inbound","toLocaleString","note","outbound","severity","title","size","column","index","align"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,YAAYA,WAAW,eAAc;AACrC,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SACEC,OAAO,EACPC,OAAO,QACF,6DAA4D;AACnE,SAASC,WAAW,QAAQ,yDAAwD;AACpF,SAASC,eAAe,QAAQ,+DAA8D;AAC9F,SACEC,KAAK,EACLC,KAAK,EACLC,SAAS,EACTC,SAAS,EACTC,SAAS,EACTC,QAAQ,EACRC,UAAU,QACL,gBAAe;AACtB,SAASC,OAAO,EAAEC,KAAK,EAAEC,OAAO,EAAEC,KAAK,QAAQ,qBAAoB;AACnE,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,cAAc,QAAQ,mCAA+B;AAC9D,SAASC,qBAAqB,QAAQ,0CAAsC;AAC5E,SACEC,4BAA4B,EAC5BC,6BAA6B,QAExB,uCAAmC;AAC1C,SAASC,iBAAiB,QAAQ,6BAAyB;AAC3D,SAASC,YAAY,EAAEC,YAAY,QAAQ,wBAAoB;AAC/D,SAASC,YAAY,QAAQ,qBAAiB;AAC9C,SAASC,cAAc,QAAQ,qBAAiB;AAChD,SAA8BC,cAAc,QAAQ,oBAAgB;AACpE,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAASC,gBAAgB,EAAEC,aAAa,QAAyB,0BAAsB;AAIvF,iDAAiD,GACjD,MAAMC,UAAU;IAAC;IAAQ;IAAS;IAAa;IAAS;IAAa;CAAa;AAElF,MAAMC,mBAAmBjC,MAAMkC,cAAc,CAAC,cAAc;IAC1DC,QAAQ;IACRC,SACE,yEACA,0EACA;AACJ;AAEA,MAAMC,iBAAiB,CAACC,YACtBA,YAAYjB,4BAA4B,CAACiB,UAAU,GAAGhB;AAQxD;;;;;;;;;;;CAWC,GACD,OAAO,SAASiB,eAAeC,KAA0B;IACvD,MAAM,EAAEC,MAAM,EAAEC,MAAM,EAAE,GAAGF;IAC3B,MAAMG,QAAQxB;IACd,IAAIuB,QAAQ,qBAAO,KAACE;QAAmBH,QAAQA;QAAQC,QAAQA;;IAC/D,IAAIC,SAAU,CAAA,CAACA,MAAME,UAAU,IAAIF,MAAMG,KAAK,CAACC,MAAM,GAAG,CAAA,GAAI;QAC1D,qBAAO,KAACC;YAAkBP,QAAQA;;IACpC;IACA,qBACE,KAACxC;QAAYgD,QAAQ;QAAgBC,MAAMjB;QAAkBkB,cAAc;QAACC,cAAc;kBACxF,cAAA,KAACxC;YAAWyC,SAAQ;YAAQC,OAAM;sBAC/BX,QACG,qEACA;;;AAIZ;AACAJ,eAAegB,WAAW,GAAG;AAE7B,wDAAwD,GACxD,SAASX,mBAAmBJ,KAAiD;IAC3E,MAAM,EAAEC,MAAM,EAAEC,MAAM,EAAE,GAAGF;IAC3B,MAAM,EAAEgB,KAAK,EAAE,GAAGf;IAClB,MAAMgB,YAAYvC;IAClB,MAAMwC,SAAS3B,cACb,IACEf,MACES,aAAagC,WAAWhB,OAAOkB,KAAK,CAAC,EAAE,EAAElB,OAAOmB,MAAM,EAAEJ,MAAMK,IAAI,EAAEL,MAAMM,EAAE,GAC5E/C,QAAQ,iBAAiB,SACzBD,MAAMU,eAAe,KAEzBA,cACA;QAACiC;QAAWf;QAAQc;KAAM,EAC1B;QAAEO,UAAUnC,eAAea,QAAQ,CAAC,aAAa,EAAEC,QAAQ;IAAE;IAE/D,qBAAO,KAACsB;QAAevB,QAAQA;QAAQiB,QAAQA;;AACjD;AACAd,mBAAmBW,WAAW,GAAG;AAEjC,6EAA6E,GAC7E,SAASP,kBAAkBR,KAAiC;IAC1D,MAAM,EAAEC,MAAM,EAAE,GAAGD;IACnB,MAAM,EAAEgB,KAAK,EAAE,GAAGf;IAClB,MAAMgB,YAAYvC;IAClB,MAAM+C,SAASnC,iBACb,IACEjB,QACEG,MACES,aAAagC,WAAWhB,OAAOkB,KAAK,CAAC,EAAE,EAAE,MAAMH,MAAMK,IAAI,EAAEL,MAAMM,EAAE,GACnE/C,QAAQ,iBAAiB,SACzBD,MAAMU,eAAe,KAEvB0C,IAAI,CAAC,CAACC,WACN9D,gBACE8D,SAASC,IAAI,CAACC,GAAG,CACf,CAACC,WAAc,aAAKA,SAASC,IAAI;oBAAIC,KAAKF,SAASG,EAAE;qBAEvDjD,gBAGN;QAACiC;QAAWhB,OAAOkB,KAAK;QAAEH;KAAM,EAChC;QAAEO,UAAUnC,eAAea,QAAQ;IAAoB;IAEzD,MAAMiB,SAASzC,QACb;;YACQgD,eACKA;eAFN;YACLS,IAAI,WAAET,gBAAAA,OAAOU,KAAK,qBAAZV,cAAcS,IAAI,mBAAI,EAAE;YAC9BE,SAAS,YAAEX,iBAAAA,OAAOU,KAAK,qBAAZV,eAAcW,SAAS,oBAAI;YACtCC,QAAQZ,OAAOY,MAAM;QACvB;OACA;QAACZ;KAAO;IAEV,qBAAO,KAACD;QAAevB,QAAQA;QAAQiB,QAAQA;;AACjD;AACAV,kBAAkBO,WAAW,GAAG;AAEhC,wFAAwF,GACxF,SAASS,eAAexB,KAA8D;;QAqD3DF,YACDA,aAICA,aACDA,aAICA;IA9DzB,MAAM,EAAEG,MAAM,EAAEiB,MAAM,EAAE,GAAGlB;IAC3B,MAAM,EAAEsC,MAAM,EAAE,GAAGrC;IACnB,MAAM,EAAEsC,QAAQ,EAAE,GAAG3D,sBAAsBqB,OAAOkB,KAAK,CAAC,EAAE;IAC1D,MAAMqB,YAAY/D,QAAQ,IAAMM,kBAAkBmC,OAAOgB,IAAI,EAAEK,WAAW;QAACrB;QAAQqB;KAAS;IAC5F,MAAME,OAAOvB,OAAOmB,MAAM,KAAK;IAC/B,MAAMvC,YAAY,CAACmC,KACjBO,UAAUE,UAAU,CAACC,IAAI,CAAC,CAACC,MAAQA,IAAI9C,SAAS,KAAKmC;IACvD,MAAMY,UAAU,CAACC,QACfL,QAAQD,UAAUO,KAAK,GAAG,KAAKD,UAAUE,YACrC,GAAGtF,QAAQoF,QAAQN,UAAUO,KAAK,EAAE,sBAAsB,CAAC,GAC3DC;IACN,MAAMC,cAAc,CAACC,OAAeC,SAClCD,QAASC,SAASD,QAAQ,GAAGA,MAAM,kBAAkB,CAAC,GAAI;IAE5D,qBACE,KAACzF;QACCgD,QAAQ;QACRC,MAAMjB;QACNkB,cAAc;QACdC,cAAc;QACdwC,aAAa;YACXC,sBACE,KAACnE;gBACCoE,UAAUnE,eAAe,gBAAgBmD;gBACzCiB,SAAS/D;gBACT0C,MAAM,IAAM;2BACPM,UAAUE,UAAU,CAACb,GAAG,CAAC,CAACe,MAAQ;gCACnC;gCACA/C,eAAe+C,IAAI9C,SAAS;gCAC5B;gCACA8C,IAAIY,KAAK;gCACTZ,IAAIa,SAAS;gCACbb,IAAIY,KAAK,GAAG9F,QAAQkF,IAAIc,IAAI,IAAI;6BACjC;2BACElB,UAAUN,IAAI,CAACL,GAAG,CAAC,CAACe,MAAQ;gCAC7B;gCACAK,YA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package/src/lib/components/reports/report-export.js

@@ -19,7 +19,7 @@ import { csvDocument } from "@aglyn/aglyn";
 import { mdiDownloadOutline } from "@aglyn/shared-data-mdi";
 import { MdiIcon } from "@aglyn/shared-ui-jsx";
 import { Button } from "@mui/material";
-import { downloadTextFile } from "../../model/contacts-csv.js";
+import { downloadTextFile } from "../../model/download-text-file.js";
 /**
  * Export CSV for one report table (AGL-2624), in its card's header.
  *

package/src/lib/components/reports/report-export.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/report-export.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { csvDocument } from '@aglyn/aglyn'\nimport { mdiDownloadOutline } from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { Button } from '@mui/material'\nimport { downloadTextFile } from '../../model/contacts-csv'\n\nexport interface ReportExportProps {\n  /** The file's name — see `reportFilename`. */\n  filename: string\n  /** The header row, in the table's column order. */\n  columns: readonly string[]\n  /**\n   * The rows, one array per line in the header's order, built when the\n   * button is pressed rather than on every render: a table of a thousand\n   * rows is serialized once, on demand, and never while nobody asked.\n   */\n  rows: () => ReadonlyArray<ReadonlyArray<unknown>>\n  /** Nothing to write yet — the window is still reading, or came back empty. */\n  disabled?: boolean\n}\n\n/**\n * Export CSV for one report table (AGL-2624), in its card's header.\n *\n * Client-side, from the window the card has already loaded: a report table\n * is at most a thousand grouped rows, and the file is those rows exactly as\n * drawn — the same names, the same counts, the same order — so a reader can\n * check the export against the screen. It is NOT a fresh read, so when the\n * card's window was full the card says so in a caption beneath the table;\n * an export that quietly wrote a sample as if it were the whole would be\n * the one thing that caption exists to prevent.\n */\nexport function ReportExport(props: ReportExportProps) {\n  const { filename, columns, rows, disabled = false } = props\n  return (\n    <Button\n      size=\"small\"\n      startIcon={<MdiIcon path={mdiDownloadOutline.path} size={0.8} />}\n      disabled={disabled}\n      onClick={() =>\n        downloadTextFile(filename, 'text/csv', csvDocument(columns, rows()))\n      }\n    >\n      {'Export CSV'}\n    </Button>\n  )\n}\nReportExport.displayName = 'ReportExport'\n\nexport default ReportExport\n"],"names":["csvDocument","mdiDownloadOutline","MdiIcon","Button","downloadTextFile","ReportExport","props","filename","columns","rows","disabled","size","startIcon","path","onClick","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,WAAW,QAAQ,eAAc;AAC1C,SAASC,kBAAkB,QAAQ,yBAAwB;AAC3D,SAASC,OAAO,QAAQ,uBAAsB;AAC9C,SAASC,MAAM,QAAQ,gBAAe;AACtC,SAASC,gBAAgB,QAAQ,8BAA0B;AAiB3D;;;;;;;;;;CAUC,GACD,OAAO,SAASC,aAAaC,KAAwB;IACnD,MAAM,EAAEC,QAAQ,EAAEC,OAAO,EAAEC,IAAI,EAAEC,WAAW,KAAK,EAAE,GAAGJ;IACtD,qBACE,KAACH;QACCQ,MAAK;QACLC,yBAAW,KAACV;YAAQW,MAAMZ,mBAAmBY,IAAI;YAAEF,MAAM;;QACzDD,UAAUA;QACVI,SAAS,IACPV,iBAAiBG,UAAU,YAAYP,YAAYQ,SAASC;kBAG7D;;AAGP;AACAJ,aAAaU,WAAW,GAAG;AAE3B,eAAeV,aAAY"}
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/report-export.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { csvDocument } from '@aglyn/aglyn'\nimport { mdiDownloadOutline } from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { Button } from '@mui/material'\nimport { downloadTextFile } from '../../model/download-text-file'\n\nexport interface ReportExportProps {\n  /** The file's name — see `reportFilename`. */\n  filename: string\n  /** The header row, in the table's column order. */\n  columns: readonly string[]\n  /**\n   * The rows, one array per line in the header's order, built when the\n   * button is pressed rather than on every render: a table of a thousand\n   * rows is serialized once, on demand, and never while nobody asked.\n   */\n  rows: () => ReadonlyArray<ReadonlyArray<unknown>>\n  /** Nothing to write yet — the window is still reading, or came back empty. */\n  disabled?: boolean\n}\n\n/**\n * Export CSV for one report table (AGL-2624), in its card's header.\n *\n * Client-side, from the window the card has already loaded: a report table\n * is at most a thousand grouped rows, and the file is those rows exactly as\n * drawn — the same names, the same counts, the same order — so a reader can\n * check the export against the screen. It is NOT a fresh read, so when the\n * card's window was full the card says so in a caption beneath the table;\n * an export that quietly wrote a sample as if it were the whole would be\n * the one thing that caption exists to prevent.\n */\nexport function ReportExport(props: ReportExportProps) {\n  const { filename, columns, rows, disabled = false } = props\n  return (\n    <Button\n      size=\"small\"\n      startIcon={<MdiIcon path={mdiDownloadOutline.path} size={0.8} />}\n      disabled={disabled}\n      onClick={() =>\n        downloadTextFile(filename, 'text/csv', csvDocument(columns, rows()))\n      }\n    >\n      {'Export CSV'}\n    </Button>\n  )\n}\nReportExport.displayName = 'ReportExport'\n\nexport default ReportExport\n"],"names":["csvDocument","mdiDownloadOutline","MdiIcon","Button","downloadTextFile","ReportExport","props","filename","columns","rows","disabled","size","startIcon","path","onClick","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,WAAW,QAAQ,eAAc;AAC1C,SAASC,kBAAkB,QAAQ,yBAAwB;AAC3D,SAASC,OAAO,QAAQ,uBAAsB;AAC9C,SAASC,MAAM,QAAQ,gBAAe;AACtC,SAASC,gBAAgB,QAAQ,oCAAgC;AAiBjE;;;;;;;;;;CAUC,GACD,OAAO,SAASC,aAAaC,KAAwB;IACnD,MAAM,EAAEC,QAAQ,EAAEC,OAAO,EAAEC,IAAI,EAAEC,WAAW,KAAK,EAAE,GAAGJ;IACtD,qBACE,KAACH;QACCQ,MAAK;QACLC,yBAAW,KAACV;YAAQW,MAAMZ,mBAAmBY,IAAI;YAAEF,MAAM;;QACzDD,UAAUA;QACVI,SAAS,IACPV,iBAAiBG,UAAU,YAAYP,YAAYQ,SAASC;kBAG7D;;AAGP;AACAJ,aAAaU,WAAW,GAAG;AAE3B,eAAeV,aAAY"}

package/src/lib/components/reports-section.js

@@ -30,6 +30,7 @@ import { ContactsMixCard } from "./reports/contacts-mix-card.js";
 import { ContactsTrendCard } from "./reports/contacts-trend-card.js";
 import { ForecastCard } from "./reports/forecast-card.js";
 import { LeadFunnelCard } from "./reports/lead-funnel-card.js";
+import { LeadSourceCard } from "./reports/lead-source-card.js";
 import { PipelineCard } from "./reports/pipeline-card.js";
 import { SourceConversionCard } from "./reports/source-conversion-card.js";
 import { WonLostByOwnerCard } from "./reports/won-lost-by-owner-card.js";
@@ -248,6 +249,13 @@ import { CRM_REPORT_PERIOD_LABELS, CRM_REPORT_PERIODS, crmReportRange } from "..
                                     hostId: hostId
                                 })
                             },
+                            {
+                                key: 'lead-sources',
+                                children: /*#__PURE__*/ _jsx(LeadSourceCard, {
+                                    report: report,
+                                    hostId: hostId
+                                })
+                            },
                             {
                                 key: 'pipeline',
                                 children: /*#__PURE__*/ _jsx(PipelineCard, {

package/src/lib/components/reports-section.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/reports-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport type { ConsolePluginPageProps } from '@aglyn/aglyn'\nimport { mdiRefresh } from '@aglyn/shared-data-mdi'\nimport {\n  MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { CardColumns } from '@aglyn/shared-ui-jsx/components/card-columns'\nimport {\n  Button,\n  Stack,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport { getCountFromServer, query } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { crmRoutes } from '../model/crm-routes'\nimport { ActivityCard } from './reports/activity-card'\nimport { ClosedDealsCard } from './reports/closed-deals-card'\nimport { ContactsMixCard } from './reports/contacts-mix-card'\nimport { ContactsTrendCard } from './reports/contacts-trend-card'\nimport { ForecastCard } from './reports/forecast-card'\nimport { LeadFunnelCard } from './reports/lead-funnel-card'\nimport { PipelineCard } from './reports/pipeline-card'\nimport { SourceConversionCard } from './reports/source-conversion-card'\nimport { WonLostByOwnerCard } from './reports/won-lost-by-owner-card'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  reportCachePrefix,\n  scopedCollection,\n  visibleToClause,\n} from './reports/report-scope'\nimport { TasksCard } from './reports/tasks-card'\nimport { invalidateAggregateReads, useAggregateRead } from './reports/use-aggregate-read'\nimport {\n  CRM_REPORT_PERIOD_LABELS,\n  CRM_REPORT_PERIODS,\n  type CrmReportPeriod,\n  crmReportRange,\n} from '../model/crm-reports'\n\n/**\n * `/crm/reports` — the CRM in aggregate (AGL-2604, AGL-2624).\n *\n * Nine cards, each reading its own collection: contacts over time, contacts\n * by source and stage, which sources convert, this site's lead funnel, the\n * open pipeline, what closed, who logged what, the forecast by close month\n * (AGL-2620, over the pipeline card's own window), and the task load. This\n * section resolves what they share and hands it down — see `CrmReportScope`\n * — so that every card counts the same reader's records over the same\n * clock. The lead funnel is the one card handed the site as well: leads live\n * under the host, not the org.\n *\n * ## The period is a control, and the reads follow it\n *\n * Nothing on this page reads a year on mount. The picker names the period,\n * the period sizes every read (one count per week of it, the deals closed\n * within it), and the default is thirty days. The three cards that are\n * stocks rather than flows — the open pipeline, its forecast, the open\n * tasks — ignore the period because \"what is open\" has no period.\n *\n * ## Scoped like the list\n *\n * Every query carries `visibleTo array-contains-any` over the group's\n * tokens, the predicate the rules evaluate, so a report can never count a\n * record its reader could not open — and the total here is the reader's\n * total, not the org's billable audience, which is the head-count the\n * contacts list keeps for the quota.\n *\n * ## Read once a minute, not once an arrival\n *\n * Every read on this page is keyed by the scope and the period and kept\n * for `AGGREGATE_READ_TTL_MS` — see `useAggregateRead` — so leaving to open\n * a deal the report named and coming straight back costs nothing. Refresh\n * forgets this reader's answers for this org and anchors the period again,\n * which is what makes every card ask afresh.\n */\nexport function ContactsReportsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const firestore = useFirestore()\n  // The org data root — null until the org lookup settles, and the page\n  // reads nothing until it does — and the controller this page is viewed\n  // as, resolved the way every CRM surface resolves them so the facet a\n  // stage is read from here is the facet the contacts list edits it in.\n  const { scope: dataScope, consentGroup, visibleTo } = useCrmScope({ hostId, org })\n  // `null` at the organization level (AGL-2630): no clause, and every card\n  // totals every site; the holder is then each contact's own.\n  const tokens = useMemo(() => (visibleTo ? [...visibleTo] : null), [visibleTo])\n  const groupId = consentGroup?.groupId ?? null\n  const orgRecord = (org ?? null) as Record<string, unknown> | null\n  /*\n   * The period AND the moment it was chosen, as one value: the range is\n   * anchored when the reader picks, not re-derived from a moving `Date.now()`\n   * per render, which would rebuild every query on every pass.\n   */\n  const [view, setView] = useState<{\n    period: CrmReportPeriod\n    nowMs: number\n  }>(() => ({ period: '30d', nowMs: Date.now() }))\n  const range = useMemo(\n    () => crmReportRange(view.period, view.nowMs),\n    [view],\n  )\n  const routes = useMemo(() => crmRoutes(basePath ?? ''), [basePath])\n  const refresh = useCallback(() => {\n    if (dataScope) {\n      invalidateAggregateReads(reportCachePrefix({ scope: dataScope, tokens, groupId }))\n    }\n    // A new anchor is what changes every card's dependencies, so each read\n    // runs again and — its key forgotten — reaches the server.\n    setView((current) => ({ period: current.period, nowMs: Date.now() }))\n  }, [dataScope, tokens, groupId])\n\n  const report = useMemo<CrmReportScope | null>(\n    () =>\n      dataScope\n        ? {\n            scope: dataScope,\n            tokens,\n            groupId,\n            org: orgRecord,\n            period: view.period,\n            range,\n            nowMs: view.nowMs,\n            routes,\n          }\n        : null,\n    [dataScope, tokens, groupId, orgRecord, view, range, routes],\n  )\n\n  /**\n   * Every contact this reader may see, counted once for the two cards that\n   * quote it — the tile, and the sample notice that compares the read to it.\n   */\n  const totalContacts = useAggregateRead<number>(\n    () =>\n      dataScope\n        ? getCountFromServer(\n            query(\n              scopedCollection(firestore, dataScope, 'contacts'),\n              ...visibleToClause(tokens),\n            ),\n          ).then((snapshot) => snapshot.data().count)\n        : null,\n    // The anchor is a dependency so Refresh re-asks; the key, which omits\n    // it, is what answers a reopened section from memory.\n    [firestore, dataScope, tokens, view.nowMs],\n    report ? { cacheKey: reportCacheKey(report, 'contacts:total') } : {},\n  )\n\n  return (\n    <Stack spacing={2}>\n      <Stack\n        direction=\"row\"\n        spacing={2}\n        sx={{\n          alignItems: 'center',\n          justifyContent: 'space-between',\n          flexWrap: 'wrap',\n        }}\n      >\n        <Typography variant=\"h6\" component=\"h2\">\n          {'Reports'}\n        </Typography>\n        <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}>\n          <ToggleButtonGroup\n            exclusive\n            size=\"small\"\n            color=\"primary\"\n            value={view.period}\n            onChange={(_event, next) => {\n              if (next) {\n                setView({ period: next as CrmReportPeriod, nowMs: Date.now() })\n              }\n            }}\n            aria-label=\"Report period\"\n          >\n            {CRM_REPORT_PERIODS.map((period) => (\n              <ToggleButton key={period} value={period}>\n                {CRM_REPORT_PERIOD_LABELS[period]}\n              </ToggleButton>\n            ))}\n          </ToggleButtonGroup>\n          <Button\n            size=\"small\"\n            startIcon={<MdiIcon path={mdiRefresh.path} size={0.8} />}\n            disabled={!report}\n            onClick={refresh}\n          >\n            {'Refresh'}\n          </Button>\n        </Stack>\n      </Stack>\n      {report ? (\n        <>\n          {/*\n            The same masonry the billing and staff pages use: columns as tall\n            as their own contents, so a short card beside a tall one leaves no\n            hole. Measured live before this changed — 271, 272 and 111 pixels\n            of dead space down one report, and an odd card stranded with an\n            empty column beside it.\n          */}\n          <CardColumns\n            spacing={2}\n            items={[\n              {\n                key: 'trend',\n                children: (\n                  <ContactsTrendCard report={report} totalContacts={totalContacts} />\n                ),\n              },\n              {\n                key: 'mix',\n                children: (\n                  <ContactsMixCard report={report} totalContacts={totalContacts} />\n                ),\n              },\n              { key: 'source-conversion', children: <SourceConversionCard report={report} /> },\n              { key: 'lead-funnel', children: <LeadFunnelCard report={report} hostId={hostId} /> },\n              { key: 'pipeline', children: <PipelineCard report={report} /> },\n              {\n                key: 'closed',\n                /*\n                  One column item carrying two cards, because multicol picks\n                  its own break: two consecutive items are only USUALLY\n                  adjacent, and a card that is a footnote to the one above it\n                  cannot be left to that. Won and lost by owner asks a second\n                  question of the very rows Won and lost already read — the\n                  same window under the same `closed:won` and `closed:lost`\n                  keys — so it is read as that card's breakdown, and\n                  `break-inside: avoid` keeps the pair whole in one column.\n                */\n                children: (\n                  <Stack spacing={2}>\n                    <ClosedDealsCard report={report} />\n                    <WonLostByOwnerCard report={report} />\n                  </Stack>\n                ),\n              },\n            ]}\n          />\n          {/*\n            Outside the columns: multicol cannot span, and these three read\n            across the full width.\n          */}\n          <Stack spacing={2}>\n            <ActivityCard report={report} />\n            <ForecastCard report={report} />\n            <TasksCard report={report} />\n          </Stack>\n        </>\n      ) : (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Loading…'}\n        </Typography>\n      )}\n    </Stack>\n  )\n}\nContactsReportsSection.displayName = 'ContactsReportsSection'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/reports-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport type { ConsolePluginPageProps } from '@aglyn/aglyn'\nimport { mdiRefresh } from '@aglyn/shared-data-mdi'\nimport {\n  MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { CardColumns } from '@aglyn/shared-ui-jsx/components/card-columns'\nimport {\n  Button,\n  Stack,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport { getCountFromServer, query } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { crmRoutes } from '../model/crm-routes'\nimport { ActivityCard } from './reports/activity-card'\nimport { ClosedDealsCard } from './reports/closed-deals-card'\nimport { ContactsMixCard } from './reports/contacts-mix-card'\nimport { ContactsTrendCard } from './reports/contacts-trend-card'\nimport { ForecastCard } from './reports/forecast-card'\nimport { LeadFunnelCard } from './reports/lead-funnel-card'\nimport { LeadSourceCard } from './reports/lead-source-card'\nimport { PipelineCard } from './reports/pipeline-card'\nimport { SourceConversionCard } from './reports/source-conversion-card'\nimport { WonLostByOwnerCard } from './reports/won-lost-by-owner-card'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  reportCachePrefix,\n  scopedCollection,\n  visibleToClause,\n} from './reports/report-scope'\nimport { TasksCard } from './reports/tasks-card'\nimport { invalidateAggregateReads, useAggregateRead } from './reports/use-aggregate-read'\nimport {\n  CRM_REPORT_PERIOD_LABELS,\n  CRM_REPORT_PERIODS,\n  type CrmReportPeriod,\n  crmReportRange,\n} from '../model/crm-reports'\n\n/**\n * `/crm/reports` — the CRM in aggregate (AGL-2604, AGL-2624).\n *\n * Nine cards, each reading its own collection: contacts over time, contacts\n * by source and stage, which sources convert, this site's lead funnel, the\n * open pipeline, what closed, who logged what, the forecast by close month\n * (AGL-2620, over the pipeline card's own window), and the task load. This\n * section resolves what they share and hands it down — see `CrmReportScope`\n * — so that every card counts the same reader's records over the same\n * clock. The lead funnel is the one card handed the site as well: leads live\n * under the host, not the org.\n *\n * ## The period is a control, and the reads follow it\n *\n * Nothing on this page reads a year on mount. The picker names the period,\n * the period sizes every read (one count per week of it, the deals closed\n * within it), and the default is thirty days. The three cards that are\n * stocks rather than flows — the open pipeline, its forecast, the open\n * tasks — ignore the period because \"what is open\" has no period.\n *\n * ## Scoped like the list\n *\n * Every query carries `visibleTo array-contains-any` over the group's\n * tokens, the predicate the rules evaluate, so a report can never count a\n * record its reader could not open — and the total here is the reader's\n * total, not the org's billable audience, which is the head-count the\n * contacts list keeps for the quota.\n *\n * ## Read once a minute, not once an arrival\n *\n * Every read on this page is keyed by the scope and the period and kept\n * for `AGGREGATE_READ_TTL_MS` — see `useAggregateRead` — so leaving to open\n * a deal the report named and coming straight back costs nothing. Refresh\n * forgets this reader's answers for this org and anchors the period again,\n * which is what makes every card ask afresh.\n */\nexport function ContactsReportsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const firestore = useFirestore()\n  // The org data root — null until the org lookup settles, and the page\n  // reads nothing until it does — and the controller this page is viewed\n  // as, resolved the way every CRM surface resolves them so the facet a\n  // stage is read from here is the facet the contacts list edits it in.\n  const { scope: dataScope, consentGroup, visibleTo } = useCrmScope({ hostId, org })\n  // `null` at the organization level (AGL-2630): no clause, and every card\n  // totals every site; the holder is then each contact's own.\n  const tokens = useMemo(() => (visibleTo ? [...visibleTo] : null), [visibleTo])\n  const groupId = consentGroup?.groupId ?? null\n  const orgRecord = (org ?? null) as Record<string, unknown> | null\n  /*\n   * The period AND the moment it was chosen, as one value: the range is\n   * anchored when the reader picks, not re-derived from a moving `Date.now()`\n   * per render, which would rebuild every query on every pass.\n   */\n  const [view, setView] = useState<{\n    period: CrmReportPeriod\n    nowMs: number\n  }>(() => ({ period: '30d', nowMs: Date.now() }))\n  const range = useMemo(\n    () => crmReportRange(view.period, view.nowMs),\n    [view],\n  )\n  const routes = useMemo(() => crmRoutes(basePath ?? ''), [basePath])\n  const refresh = useCallback(() => {\n    if (dataScope) {\n      invalidateAggregateReads(reportCachePrefix({ scope: dataScope, tokens, groupId }))\n    }\n    // A new anchor is what changes every card's dependencies, so each read\n    // runs again and — its key forgotten — reaches the server.\n    setView((current) => ({ period: current.period, nowMs: Date.now() }))\n  }, [dataScope, tokens, groupId])\n\n  const report = useMemo<CrmReportScope | null>(\n    () =>\n      dataScope\n        ? {\n            scope: dataScope,\n            tokens,\n            groupId,\n            org: orgRecord,\n            period: view.period,\n            range,\n            nowMs: view.nowMs,\n            routes,\n          }\n        : null,\n    [dataScope, tokens, groupId, orgRecord, view, range, routes],\n  )\n\n  /**\n   * Every contact this reader may see, counted once for the two cards that\n   * quote it — the tile, and the sample notice that compares the read to it.\n   */\n  const totalContacts = useAggregateRead<number>(\n    () =>\n      dataScope\n        ? getCountFromServer(\n            query(\n              scopedCollection(firestore, dataScope, 'contacts'),\n              ...visibleToClause(tokens),\n            ),\n          ).then((snapshot) => snapshot.data().count)\n        : null,\n    // The anchor is a dependency so Refresh re-asks; the key, which omits\n    // it, is what answers a reopened section from memory.\n    [firestore, dataScope, tokens, view.nowMs],\n    report ? { cacheKey: reportCacheKey(report, 'contacts:total') } : {},\n  )\n\n  return (\n    <Stack spacing={2}>\n      <Stack\n        direction=\"row\"\n        spacing={2}\n        sx={{\n          alignItems: 'center',\n          justifyContent: 'space-between',\n          flexWrap: 'wrap',\n        }}\n      >\n        <Typography variant=\"h6\" component=\"h2\">\n          {'Reports'}\n        </Typography>\n        <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}>\n          <ToggleButtonGroup\n            exclusive\n            size=\"small\"\n            color=\"primary\"\n            value={view.period}\n            onChange={(_event, next) => {\n              if (next) {\n                setView({ period: next as CrmReportPeriod, nowMs: Date.now() })\n              }\n            }}\n            aria-label=\"Report period\"\n          >\n            {CRM_REPORT_PERIODS.map((period) => (\n              <ToggleButton key={period} value={period}>\n                {CRM_REPORT_PERIOD_LABELS[period]}\n              </ToggleButton>\n            ))}\n          </ToggleButtonGroup>\n          <Button\n            size=\"small\"\n            startIcon={<MdiIcon path={mdiRefresh.path} size={0.8} />}\n            disabled={!report}\n            onClick={refresh}\n          >\n            {'Refresh'}\n          </Button>\n        </Stack>\n      </Stack>\n      {report ? (\n        <>\n          {/*\n            The same masonry the billing and staff pages use: columns as tall\n            as their own contents, so a short card beside a tall one leaves no\n            hole. Measured live before this changed — 271, 272 and 111 pixels\n            of dead space down one report, and an odd card stranded with an\n            empty column beside it.\n          */}\n          <CardColumns\n            spacing={2}\n            items={[\n              {\n                key: 'trend',\n                children: (\n                  <ContactsTrendCard report={report} totalContacts={totalContacts} />\n                ),\n              },\n              {\n                key: 'mix',\n                children: (\n                  <ContactsMixCard report={report} totalContacts={totalContacts} />\n                ),\n              },\n              { key: 'source-conversion', children: <SourceConversionCard report={report} /> },\n              { key: 'lead-funnel', children: <LeadFunnelCard report={report} hostId={hostId} /> },\n              { key: 'lead-sources', children: <LeadSourceCard report={report} hostId={hostId} /> },\n              { key: 'pipeline', children: <PipelineCard report={report} /> },\n              {\n                key: 'closed',\n                /*\n                  One column item carrying two cards, because multicol picks\n                  its own break: two consecutive items are only USUALLY\n                  adjacent, and a card that is a footnote to the one above it\n                  cannot be left to that. Won and lost by owner asks a second\n                  question of the very rows Won and lost already read — the\n                  same window under the same `closed:won` and `closed:lost`\n                  keys — so it is read as that card's breakdown, and\n                  `break-inside: avoid` keeps the pair whole in one column.\n                */\n                children: (\n                  <Stack spacing={2}>\n                    <ClosedDealsCard report={report} />\n                    <WonLostByOwnerCard report={report} />\n                  </Stack>\n                ),\n              },\n            ]}\n          />\n          {/*\n            Outside the columns: multicol cannot span, and these three read\n            across the full width.\n          */}\n          <Stack spacing={2}>\n            <ActivityCard report={report} />\n            <ForecastCard report={report} />\n            <TasksCard report={report} />\n          </Stack>\n        </>\n      ) : (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Loading…'}\n        </Typography>\n      )}\n    </Stack>\n  )\n}\nContactsReportsSection.displayName = 'ContactsReportsSection'\n\nexport default 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package/src/lib/components/sharing-rule-drawer.d.ts

@@ -1,3 +1,4 @@
+import { type CrmPicklist } from '@aglyn/aglyn';
 import type { OrgMemberOption } from '../hooks/use-org-member-directory';
 import { type CrmShareAccess, type CrmSharingCriteria, type CrmSharingObject, type CrmSharingRule, type CrmSharingSite } from '../model/crm-sharing';
 /** What the drawer hands back: the rule as `crm/sharing` `rule-save` reads it. */
@@ -22,6 +23,10 @@ export interface SharingRuleDrawerProps {
         value: string;
         label: string;
     }[];
+    /** The org's Lead source list, which the Lead source criterion picks from. */
+    leadSourceList?: CrmPicklist;
+    /** The org's Lead status list, whose labels name the statuses a rule matches (AGL-3512). */
+    leadStatusList?: CrmPicklist;
     busy: boolean;
     onSubmit: (draft: SharingRuleDraft) => void;
 }